How to search for documents in Zurel Pro

Document search and filter

Starting with this version 2.3.2, you will be able to filter document by their date range, document label, the name of the user who added it or the type of the document. 

Searching and Filtering Documents

1.  In Job Documents screen, select the search icon located on the top right corner of the screen. A dialogue box to enter your search criteria is launched. 
2. Type document name or select your filter criteria and select Search
3. The dialogue box closes and Job Documents screen lists only the documents that match the search and filter criteria. A banner that reads "Showing filtered results" appears on top of Job Documents screen to indicate that the screen now includes only the filtered results

 

Clearing Search Results

1. In Job Documents screen with a search banner, select the banner or the search icon located on the top right corner of the screen. A dialogue box with the current search and filter criteria is shown. 
2. Select the "Clear" button. The dialogue box closes and Job Documents screen lists unfiltered results.